Managers of Wealth Americas

Brown Brothers Harriman expands Philadelphia office with the addition of new Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office.

Simon Quick Advisors Names Benjamin Renzo, Esq. as Head of Family Office

Ben previously served as Founder and Managing Partner of Premier Family Office, with offices in Los Angeles and Des Moines, where over the past 25 years he provided sophisticated family office services for selected clients.

Axis names Enstar finance chief Matthew Kirk as incoming CFO amid leadership transition

Kirk, currently CFO of Enstar Group, brings 30 years of experience across insurance, finance, and accounting, with deep expertise in property & casualty.

RSM Strengthens Middle Market Leadership Position with Key Appointments

These appointments bolster our firm’s strengths and capabilities, paving the way for ongoing growth that deepens relationships with existing middle market clients

Brown Brothers Harriman Expands Philadelphia Office with the Addition of New Managing Director

Katie Casey brings over 20 years of wealth management experience to the BBH Multi-Family Office

Antonio Portuondo Named Municipal Corporate Trust Leader of Western Alliance Trust Company, N.A.

Portuondo brings 26 years of experience in corporate trust and public finance

UCR foundation board welcomes new trustees

The new members are Ray Joseph, Kindra Montgomery-Block, and Jennifer Nuckles.

AIG Appoints Scott Hallworth as Chief Digital Officer

Mr. Hallworth will join AIG on September 1, 2025

SlateStone Wealth names new chief equity strategist

Erin Gibbs will focus on the development of a quantitative equity platform, starting with a strategy for small- and mid-cap investments.

UBS Hires Ryan Rozniakowski as Senior Market Director for Northern New Jersey

Ryan brings the leadership experience, cultural mindset, and client focus needed to serve this critical market

Amy Wierenga named PNC chief risk officer

Wierenga currently serves as head of Financial and Model Risk for IRM

Raymond James Welcomes $1.8 Billion Financial Advisor Team in New Jersey and Florida

The team arrives from M Financial Group where they collectively managed approximately $1.8 billion in client assets and are joined by more than 15 investment and branch professionals.

BBVA GWA Appoints Augusto Tricotti as Financial Advisor in Miami

BBVA Global Wealth Advisors (GWA) announced the appointment of Augusto Tricotti to its commercial team as financial advisor in Miami

New hire Bolster T. Rowe Price’s expanding insurance business

Mark Rose joins as Insurance Solutions Strategist; Chase Uhlein and Blayze Hanson appointed Senior Insurance Relationship Managers

Trading Places: Citi hires JPMorgan banker for tech coverage, Jerry del Missier heads to Milan

Find out who is on the move in the City and beyond this week

Grant Thornton announces 91 new partners and managing directors

This is one of the most inspiring moments of the year

Financial Gravity Welcomes New Family Office Director Loren James Grabau

Loren began his financial career nearly 20 years ago in Houston, Texas

SlateStone Wealth Appoints Investment Vet Erin Gibbs as Chief Equity Strategist

Before joining SlateStone, Gibbs served as Chief Investment Officer at Main Street Asset Management

Citi hires bankers for private credit in North America, tech in Europe

Aashish Dhakad will start in October in New York as head of private credit origination for North America as part of Citi’s $25 billion push into private credit with Apollo Global Management.

Alto Hires Executives from J.P. Morgan Wealth Management and Securitize to Support Next Phase of Growth

Strategic hires come as a shifting regulatory landscape is set to significantly expand private market access for retail investors.

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